Filed March 29, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556848 | Investment Management | $2,741,230 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,556,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,329,911 |
Filed as: SANDS CAPTIAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $961,719 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $869,472 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $784,893 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $729,506 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 26 · EIN 26-4560299 | Advisory (Participants) | $723,787 |
CALLAN LLC2 years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $182,715 |
SIDLEY AUSTIN LLP5+ years Filed as: SIDLEY AUSTIN, LLP Service code 29 · EIN 36-4474078 | Legal | $179,446 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,179 | $143,368+24.3% | $87,100+104.6% | $89,569+98.9% |
| Participation rate | 96.9% | 88.2%+8.7pp | 76.9%+20.1pp | 69.6%+27.4pp |
| Annual return | 124.94% | 28.55%+96.4pp | 28.19%+96.8pp | 34.56%+90.4pp |
| Employer contribution / active EE | $18 | $4,012-99.5% | $2,521-99.3% | $2,584-99.3% |
| Participant deferral / active EE | $4,328 | $7,129-39.3% | $4,049+6.9% | $4,220+2.5% |
| Admin fee / account holder | $150 | $61+147.3% | $7,497-98.0% | $72+110.0% |